Morgan Stanley
EXCU

Morgan Stanley’s Exelon Corporation EXCU Stock Holding History

Morgan Stanley’s Portfolio EXCU Stock Details EXCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-80
Closed -$4K – 6633
2016
Q3 		$4K Buy
+80
New +$3.9K ﹤0.01% 6300
2016
Q2 		– Sell
-173
Closed -$8K – 6823
2016
Q1 		$8K Buy
+173
New +$7.71K ﹤0.01% 6196

Other funds holding EXCU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley's EXCU Position: Q4 2016 in Review

Morgan Stanley sold out of Exelon Corporation (EXCU) in Q4 2016, closing a stake of 80 shares — an estimated $4K sold.

Morgan Stanley first reported a position in EXCU in Q1 2016 and held it in 2 quarters. The position peaked at $8K in Q1 2016. 43 funds tracked by Wall St. Rank hold EXCU as of Q4 2016.

  • Morgan Stanley reported no remaining Exelon Corporation position as of Q4 2016 after selling out during the quarter.
  • Morgan Stanley sold 80 Exelon Corporation shares in Q4 2016, an estimated $4K.
  • Morgan Stanley first reported a position in Exelon Corporation in Q1 2016 and held it in 2 quarters.
  • Morgan Stanley's Exelon Corporation position peaked at $8K in Q1 2016.
  • 43 funds tracked by Wall St. Rank held Exelon Corporation as of Q4 2016.

Based on Morgan Stanley's 13F filing for Q4 2016, filed 13 Feb 2017.